See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,770 | $77,419-22.8% | $69,455-13.9% | $152,861-60.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 3.40% | 39.06%-35.7pp | 28.97%-25.6pp | 345.32%-341.9pp |
| Employer contribution / active EE | $7,833 | $3,315+136.3% | $2,779+181.9% | $4,762+64.5% |
| Participant deferral / active EE | $11,467 | $4,414+159.8% | $3,535+224.3% | $5,850+96.0% |
| Admin fee / account holder | $937 | $6,207-84.9% | $3,839-75.6% | $11,596-91.9% |